Real understanding and first-hand experience
Built by the Scott family to serve their wealth and the wealth of families like yours, Sandaire brings deep knowledge to your family’s unique needs.
Our story is your story.
While every family of wealth has their own distinct story, we all share pivotal moments that form part of our family lore, whether in recent times or the distant past. Times of triumph, of tough choices and pioneering paths taken. It’s what makes each family wonderfully unique, but it is also a common bond, irrespective of whether wealth is situated at the first or fifth generation of its lifecycle.Our history.
Sandaire’s journey began over a century ago with the pioneering approach and spirited personalities of the Provincial Insurance Company. A path that three generations later – following the sale of Provincial – led to the formation of a family office to meet the investment needs of the Scott family. As expertise widened, so did our offer, creating today’s multi-family office working with extraordinary families to manage their multigenerational wealth needs.
Our values.
As stewards of wealth, it is important to remember our values are not just about past performance, or how Sandaire is performing today. It is also about providing a framework to ensure it will perform well for future generations.
Pioneering.
We strive to stay at the forefront of our industry, both through our exceptional service and our unique approach tailored to you.
Thoughtful.
Our ideas are driven by you and your family. We approach your needs with careful consideration.
Committed.
We dedicate considerable time to building lasting, meaningful relationships with you, as well as our partners and advisers.
Supportive.
We understand that achieving multigenerational wealth is challenging, complex and highly personal. We make it our business to help you on that journey.
Independent.
We are unconditionally impartial, striving to act in your best interests and always with integrity.
Our people.
Our people are experts and have held senior roles across the breadth of the financial services industry in asset management; private banking; private equity; sustainable, responsible and impact investment; professional trusteeship and accounting.
Our Investment, Real Estate, Corporate Finance and Private Equity teams have over 250 years of combined investment experience. This expertise, coupled with our network of professional partners is the lifeblood of our firm and allows us to give confident, effective and highly valuable advice to clients.
Alex Scott
Founder
As Founder of Sandaire, Alex sets the standard for the level of client service and commitment to wealth stewardship that clients expect.
James Fleming
Chief Executive Officer
James has over 30 years of experience of working with families of significant wealth both in the UK and internationally.
Warwick Newbury
Chairman
Warwick has extensive experience in private banking and a strong track record in business-building.
Bruce Offergelt
Chief Financial Officer
Bruce’s breadth of involvement across the firm, combined with his genial manner, helps define and nurture the firm’s strategy.
Andrew Waldren
Chief Operating Officer
Andrew has over 28 years of experience, predominantly across the private wealth sector, with proven strong leadership and expertise in building cohesive teams.
StJohn Gardner
Chief Investment Officer
StJohn is the manager of Sandaire’s investment strategy, leading the team in the allocation of clients capital to the various asset markets and the analysis and selection of investments.
Charlotte Filsell
Head of Client Relationship Management
Charlotte’s wealth of investment experience and meticulous client service inspire confidence and trust; her perceptive and thoughtful approach allows her to develop strong rapport with clients and their advisors.
Chris Horler
Managing Director, Real Estate
Chris is a Chartered Surveyor with over 30 years’ experience in Real Estate and will provide real estate portfolio, transaction and asset management services and advice to new and existing clients.
Michael Mowlem
Managing Director, Private Equity
In more than two decades in the UK private equity industry, Michael has been responsible for all aspects of the investing lifecycle: from sourcing capital from institutional and family office clients, to identifying, structuring and executing investment opportunities.
Paul Staples
Managing Director, Corporate Finance
Paul has worked on a wide range of landmark transactions across all major international markets. He has longstanding client relationships throughout the industry.
Marc Cane
Head of Risk & Compliance
Marc is Sandaire’s Head of Risk and Compliance and has over 20 years of experience working in Compliance departments.
Andy Mattocks
Head of Corporate Development
Andy is the architect of the business strategy, leading navigation of the development and implementation of Sandaire’s future plans, alongside responsibility for the marketing function.
Charles Peacock
Client Relationship Director
Thoughtful and analytical, Charles brings his broad experience to bear in advising his clients and anticipating their investment-related needs.
Janet Tarbet
Client Relationship Director
Janet is responsible for advising her clients and their families across the broad range of services at Sandaire.
Samuel Bosanquet
Client Relationship Director
Sam has a diverse range of skills and a strong investment background that helps clients understand the different facets of the broad investment universe and develop suitable investment strategies for their specific objectives.
Joseph Jawad
Client Relationship Director
Joseph’s insightful approach and diverse international experience have given him an understanding that promotes trust and enables clients to navigate the complexities of wealth with confidence.
Robert Stokely
Real Estate Director
Robert is a Fellow of the Royal Institution of Chartered Surveyors and has more than 25 years’ commercial property experience.
Stuart Fox
Investment Director
Stuart is involved in all aspects of the investment process with a particular focus on equity tactical asset allocation recommendations . He also manages a number of client portfolios.
Ahmed Javed
Corporate Finance Director
Ahmed is a trusted adviser for clients requiring corporate finance advice encompassing mergers, acquisitions, disposals, management buy-outs and buy-ins, corporate restructurings and fundraisings.
Adam Barber
Investment Director
Adam contributes throughout the investment process at Sandaire with a particular focus on asset allocation and fixed income. He is also responsible for the management of a number of client portfolios.